Group 1: Automotive Market Performance - In August, the retail sales of passenger cars in China reached 1.952 million units, a year-on-year increase of 3% and a month-on-month increase of 7% [1] - Cumulative retail sales from January to August amounted to 14.698 million units, reflecting a year-on-year growth of 9% [1] - Wholesale sales for the same period were 2.409 million units, up 12% year-on-year and 8% month-on-month, with cumulative wholesale sales reaching 17.934 million units, also a 12% increase year-on-year [1] Group 2: Company Financial Activities - Leap Motor completed a domestic stock issuance, raising a total of 2.6 billion yuan, with four state-owned shareholders participating [2] - Polestar reported a revenue of $1.423 billion for the first half of 2025, a 56.5% increase year-on-year, but incurred a net loss of $1.193 billion, compared to a loss of $544 million in the same period last year [8] Group 3: New Product and Technology Developments - Xiaopeng Motors announced a limited-time financial policy offering 0% interest, 0 down payment, and 0 fees for five years, with a maximum subsidy of 55,700 yuan [3] - NIO stated it has developed the capability for autonomous parking and will release the feature in accordance with regulatory requirements [4] - Hyundai achieved record sales in the U.S. market for August, with 88,523 units sold, a 12% year-on-year increase [12] Group 4: Strategic Investments and Expansions - Toyota announced plans to produce a new pure electric vehicle in Europe, marking its first electric model produced at its European plant [9] - The company will invest approximately 680 million euros in expanding its Kolin plant, increasing the area to accommodate new vehicle and battery production [10] Group 5: Market Trends and Competitor Movements - Ford's U.S. market sales in August increased by 3.9% year-on-year, with electric vehicle sales rising by 19.3% [11] - Waymo is expanding its operations into Denver and Seattle, furthering its presence in the U.S. market [12] - The Quebec government withdrew its funding from Northvolt's battery project, resulting in a total investment loss of $270 million [13]

Core Viewpoint - The discontinuation of the Nissan GT-R marks the end of an era for traditional high-performance gasoline vehicles, highlighting the shift towards electric vehicles and the challenges faced by Japanese automakers in the current market landscape [5][10][18]. Group 1: Nissan GT-R and Its Legacy - The last Nissan GT-R rolled off the production line after 18 years, symbolizing the end of a legendary model that achieved significant acclaim in motorsports and popular culture [5][14]. - The GT-R, known as the "East Japan War God," had a production volume of nearly 48,000 units, showcasing its popularity and performance over its lifespan [18]. - The discontinuation of the GT-R reflects broader trends in the automotive industry, where traditional gasoline vehicles are being overshadowed by the rise of electric vehicles [7][10][18]. Group 2: Chinese Automotive Market Growth - In contrast to the decline of traditional Japanese automakers, China's new energy vehicle sales grew by 35.5% year-on-year, reaching 12.866 million units, maintaining its position as the world's largest market for ten consecutive years [9]. - From January to July 2025, sales of Chinese brand passenger cars reached 10.873 million units, a 24.4% increase, with a market share of 68.6% [9]. - The rapid growth of domestic brands in China indicates a significant shift in consumer preferences and market dynamics, as traditional Japanese brands struggle to maintain their foothold [22][24]. Group 3: Challenges for Japanese Automakers - Japanese automakers, including Nissan, are facing severe financial difficulties, with Nissan reporting a net loss of 115.76 billion yen and a 10% decline in global sales [21][23]. - The overall profitability of Japanese car manufacturers is declining, with projections indicating a loss of approximately 2.7 trillion yen for the fiscal year 2025 [21]. - The shift towards electric vehicles and the inability to adapt quickly enough to market changes have led to a "mid-life crisis" for Japanese brands, as they lose market share to more agile domestic competitors [24][22]. Group 4: The Future of the Automotive Industry - The automotive industry is undergoing a significant transformation, with a focus on technology and ecosystem development as key strategies for survival [26]. - The rise of new energy vehicles is prompting traditional manufacturers to reconsider their strategies, as evidenced by the recent shifts in direction from companies like Volvo, Mercedes, and Audi [27][28]. - The competition in the electric vehicle sector is intensifying, with new entrants focusing on quality and profitability rather than merely scaling production [34][33].

Core Viewpoint - Toyota has reported a significant decline in net profit for the first quarter of the 2025 fiscal year, down 36.9% year-on-year to 841.3 billion yen (approximately 41 billion RMB), leading to a downward revision of its annual profit forecast by 44% to around 2.66 trillion yen [4][6]. Group 1: Financial Performance - Toyota's net profit for the 2024 fiscal year was approximately 4.8 trillion yen (about 247 billion RMB), a decrease of 3.6% year-on-year [13]. - The company's profit is reported to be 1.94 times greater than the combined profits of over ten Chinese listed car companies [14]. - In North America, which is Toyota's largest overseas market, the U.S. market contributed 23% to Toyota's global sales in 2024 [15]. Group 2: Sales Performance - Despite profit declines, Toyota maintained its position as the world's largest car seller for five consecutive years, with global sales reaching 5.545 million units in the first half of 2025, a 7.4% increase year-on-year [6][8]. - In the first half of 2023, Toyota's global sales increased by 5.5% to 5.1 million units, with hybrid models accounting for 43% of total sales [24]. Group 3: Market Strategy and Product Development - Toyota plans to introduce a 5.0-liter V8 engine in its Supra model by 2026, indicating a commitment to traditional combustion engines alongside its push for hybrid and hydrogen technologies [9][10]. - The company has adjusted its global production targets upwards, aiming for approximately 10 million units in 2025, and 10.2 million and 10.5 million units in 2026 and 2027, respectively [17]. - Toyota's hybrid models are gaining market traction, with significant sales in China, where hybrid vehicles accounted for 48% of total deliveries [26]. Group 4: Competitive Landscape - The profitability of Toyota, with a profit of 2.3 million RMB per vehicle sold, contrasts sharply with the average profit of less than half that for domestic brands in China [20]. - The automotive industry is experiencing a shift towards electric and hybrid vehicles, with predictions that by 2030, these will account for 60% to 70% of global sales [31]. - Toyota's strategy of maintaining a diverse energy portfolio, including hybrid and hydrogen vehicles, positions it well against competitors in a rapidly changing market [33].

智通财经APP获悉，日本汽车制造商丰田(TM.US)计划向其位于捷克共和国科林(Kolin)的工厂投资6.8亿 欧元(约合7.92亿美元)，新增一条生产线。 该生产线将获得捷克政府最高6400万欧元(约合7500万美元)的补贴支持，主要用于生产一款全新纯电动 汽车。此次扩建后，科林工厂将成为丰田在欧洲首家纯电动汽车生产基地。 目前，丰田科林工厂主要生产Aygo X车型与Yaris Hybrid(雅力士混动版)车型，年产能约为22万辆。 ...

如果把时间往回数，从魏建军到何小鹏，都曾直接在打造自家产品的时候直接对标丰田埃尔法。 魏建军本人更是透露，在打造魏牌高山时，曾经一口气买了好几辆埃尔法进行拆解研究。 这辆丰田的MPV，在中国一度是高端商务车的代表，也是诸多土豪老板的梦中情车，更是不少国产车的追赶目标。 但明白车的都知道，丰田埃尔法，其实在原产地日本并不是一辆商务高端定位的车，它的高端身份，更像是在中国市场的刻意为之。 而如今，埃尔法加价30万的神话正在慢慢崩塌，据消息称，如今的埃尔法虽然还是一车难求，但加价幅度已经掉到了2、3万左右。 想要搞清楚埃尔法为何会跌落神坛，就得从它走上神坛开始讲起。 01 要说哪辆车最让中国车圈大佬又爱又恨，非丰田埃尔法莫属。 在8月份的一次采访中，蔚来李斌就因为丰田埃尔法曾经要加价30万才能购买一事，大肆吐槽丰田的饥饿营销策略。 日本"大金杯"，秒变中国豪车 丰田埃尔法在国内最为人所熟知的外号叫作"加价神车"。 因为存量不高但是需求量大，指导价在90万左右的埃尔法，在鼎盛时期必须要加价不少才能拿到车。 最夸张的时候，埃尔法的加价幅度高达30万，相当于能再买一辆56L级别的轿车了。 于是，埃尔法就在一车难求、加价求 ...

Core Insights - Toyota North America is launching its largest NFL campaign titled "All In. All Season." which emphasizes community impact and fan engagement throughout the NFL season [2][4][11] Group 1: Campaign Overview - The campaign will support nearly 250,000 youth players through regional and national flag football initiatives [4] - Fans will have weekly opportunities to win prizes, including a signed Toyota Sequoia Capstone by quarterback Brock Purdy [5][6] - The Toyota Gameday Giveaways program will allow up to 1,500 fans to win exclusive prizes by participating in real-time game-day challenges [5][6] Group 2: Community Engagement - Toyota has supported over 300,000 youth NFL FLAG players nationwide through sponsorships, reinforcing its belief that football strengthens communities [8] - The Toyota Glow Up Classic, a unique black-light flag football event, will take place during Super Bowl week, enhancing community engagement [9] - The company aims to leave a lasting impact by improving youth playing fields after the Super Bowl [9] Group 3: Marketing Strategy - The marketing campaign will feature Team Toyota athletes, including Brock Purdy and Eli Manning, highlighting the emotional connection of fans throughout the season [12] - The campaign aims to increase youth participation in football and create cultural moments that resonate with fans [11][12] - The advertising will premiere during the NFL Kickoff game, showcasing Toyota's commitment to fans and communities [12]

作者 | 吴阳煜 编辑 | 江江 新媒体编辑｜ 宝珠 视觉 | 顾芗 丰田在8月公布了2025财年第一季度财报。人们发现，昔日"全球车王"出现了不折不扣的利润大缩水， 以及对全年业绩预期的大幅下调。 ， | 排名 | 厂商 | 销量(万辆) | 同比 | | --- | --- | --- | --- | | 1 | 丰田汽车集团 | 554.49 | 7.4% | | 2 | 大众汽车集团 | 440.53 | 1.3% | | 3 | 现代汽车集团 | 365.42 | 1.1% | | 4 | 通用汽车 | 298.8 | 6.7% | | 5 | Stellantis集团 | 269 | -8.0% | | 6 | 福特汽车 | 215.5 | –1.0% | | 7 | 比亚迪 | 214.6 | 33.0% | | 8 | 上汽集团 | 205.26 | 12.4% | | 9 | 吉利控股集团 | 193.17 | 30.0% | | 10 | 本田汽车 | 178 | -5.1% | | 11 | 日产汽车 | 165.5 | -9.5% | | 12 | 铃木汽车 | 163.16 | 97 ...

报道称，当前日本企业在AI（人工智能）和软件开发方面落后于中国，但受到当前特朗普发起贸易战 的影响，美国对于中国相关技术和企业的排斥与封锁，令美国走向"内向化"，这为日本企业提供在美寻 求合作的机会。 8月28日，美国南部佐治亚州亚特兰大举行第31届智能交通系统世界大会（ITS World Congress 2025）， 在该展会上，由于中国企业的大量缺席，日本企业在自动驾驶领域显得更加活跃。 如丰田、本田、DENSO（电装）、松下、AISIN（爱信）、FORUM8等规模较大的日系企业均各自设 有独立展台。 其中， 丰田介绍了将在今年内上市的SUV——RAV4上搭载的自主开发的软件平台"Arene"，该技术可 通过软件控制车辆行驶相关的安全功能和性能，该平台内包含AI智能体、V2X等AI、物联通讯等相关 技术。 （文/观察者网 张家栋 编辑/高莘） 据《日经中文网》9月1日报道，丰田、松下等日本企业，正期望在美国的自动驾驶市场卷土重来。 丰田在ITS上展出的RAV4 文中图片均来自日经新闻 除软件开发外，丰田还强调自2025年来在美国增加的企业合作。包括今年1月宣布从英伟达采购适合自 动驾驶开发的最新半导体； ...

新车搭载 1.6T 三缸发动机，最大功率 224kW（304 马力），峰值扭矩 390N・m，传动系统可选 GR-DAT 8AT 变速箱和 6 挡手动变速箱，并提供 GR-FOUR 运动型四驱系统。此外，新车还对悬架系统进行了升级，提升操控性，0-100km/h 加速仅需 5.1 秒。 配置上，该车可选立式手刹，结合拉力比赛中积累的经验，通过将手刹位置前移，缩短与方向盘的距离，以实现迅速便捷的操作。其底盘零件连接螺栓采用 更多不同类型高刚性螺栓，从而让转向操作反馈更及时，直线行驶更稳定。 IT之家 8 月 30 日消息，丰田汽车 GAZOO Racing 品牌今日宣布，GR YARiS 正式登陆国内市场，新车提供 2025 款 1.6T 手动版 / 自动版车型，售价为 39.98 万元起，计划年内交付。 该车基于 YARiS 三门版车型打造，相比基本款车型拥有更大尺寸的前保险杠、进气口和专门设计的下包围，长宽高分别为 3995/1805/1455mm，轴距为 2560mm。 IT之家注：GR 品牌由 MORIZO（丰田汽车公司会长丰田章男）亲自创立，并以"以汽车运动为起点，制造更 好的汽车"为理念。在这一背景 ...

完整早报音频，请点击标题下方小耳机收听 【李斌内部讲话：蔚来四季度必须盈利，这一次必须靠自己的本事】 今年一季度，蔚来销量下探、单季亏损创历史新高，舆论将其与 2019 年的生死关口 相提并论。后来蔚来创始人兼董事长和 CEO 李斌在内部提出目标，争取在今年四季度实现单季度盈利，并多个场合重申这一目标，但信者寥寥。 "L90 和 ES8 上市战役让行业看到了不一样的蔚来，我们并不是只能说一说长期主义，做不好短期执行，大家展现出了很好的执行力。 "8 月 29 日，李斌在公 司内部一场时长约 90 分钟的全员讲话上表示。 "2019 年我们走出谷底是靠用户，但这一次我们想要从谷底走出来，必须要靠自己的本事。 " （新浪科 技） 【刘强东现身苏超观众席】 8 月 30 日 19:30 ， 2025 年江苏省城市足球联赛第十轮比赛上演。其中，宿迁队主场迎战淮安队。 有意思的是，京东集团 创始人刘强东现身赛场观众席，为家乡球队宿迁队助威。 当天，宿迁队 2 ： 0 淮安队。 此前，京东宣布成为苏超官方战略合作伙伴 。刘强东此番现身苏 超赛场，也正值京东折扣超市在宿迁四店同开。 8 月 29 日，就有多名网友在社交媒体 ...